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Avantax Planning Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Avantax Planning Partners’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-72
Closed -$9K – 704
2018
Q3 		$9K Buy
+72
New +$8.61K ﹤0.01% 910
2018
Q2 		– Sell
-72
Closed -$9K – 800
2018
Q1 		$9K Buy
+72
New +$8.68K ﹤0.01% 1095

Other funds holding IEI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Avantax Planning Partners's IEI Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2018, closing a stake of 72 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in IEI in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 72 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $9K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.